People
Terry F. Liu, CPA, CFP®
Vice President, Director of Tax Services
Terry is North American Management’s Director of Tax Services. Prior to joining North American Management Terry was with Goldman, Sachs & Co. in New York City as an in-house CPA for the company’s high net worth managing directors, including the CEO and Senior Officers. Terry’s experience includes public accounting; preparing and reviewing individual, partnership, corporation, and fiduciary tax returns.
Terry is an active member of the American Institute of CPAs, and has an MS from the University of Massachusetts at Amherst and an MBA degree in Taxation from Baruch College in New York City.